Adopt Guides
Practical playbooks for putting agents to work
AI Internal Controls in Finance: A Guide to Controlling AI-Prepared Financials
How to design AI internal controls in finance: where the risk sits, the controls an auditor will test, and an architecture where the model never touches the numbers.
The AI CFO: A Complete Guide to Leading an AI-Forward Finance Function
What an AI CFO is, which finance work agents take over, which decisions stay with a person, and a 90-day plan for moving a finance team from preparing to reviewing.
CFO Reporting: Board Packages, Management Reports, and KPIs
What CFO reporting covers, how the board package differs from the management report, which KPIs belong in each, and how close speed sets reporting speed.
Accounts Receivable Automation: The Complete Guide
What accounts receivable automation covers, the five stages from invoice to applied cash, where exceptions pile up, and how to keep a person in control of every message and posting.
How to Evaluate AI Finance Tools: The CFO's Due-Diligence Guide
A due-diligence guide for CFOs: how to run a pilot on your own data, what to ask about security, how to test auditability, who owns the work product, and what exit terms to require.
AI for Finance Teams: What Works, What Fails, and How to Start
Where AI works in finance, where it fails and why, a four-question test for any workflow, and a first 30 days plan for a team that wants a pilot without a failed experiment.
The Finance Team Tech Stack: What CFOs Are Actually Running in 2027
What each layer of an in-house finance team's tech stack actually does, what it leaves manual, how the stack changes as a team grows, and where agents genuinely help.
AP Automation: The Complete Guide
What AP automation actually automates, the four-stage process, three-way match, GRNI, and duplicate payments, and how to tell real AP automation from invoice capture with a new name.
Flux Analysis: The Complete Guide for Accounting Teams
What flux analysis proves, how it differs from variance analysis and budget-to-actual, thresholds and decomposition, writing explanations auditors accept, and where the hours go.
Financial Close Automation: A Buyer's and Builder's Guide
What financial close automation means, why close management and close execution get sold as the same thing, the legacy-system gap most tools avoid, and how to evaluate, pilot, or build one.
Account Reconciliation: The Complete Guide
What a reconciliation proves, the process for every balance sheet account, the anatomy of a reconciling item, and how to keep every account current without reconciling everything to the penny.
The Month-End Close: The Complete Guide
Every step of the month-end close in the order the work moves: the calendar, reconciliations, accruals, review, why the close runs long, and the levers that actually shorten it.
Transfer Pricing Documentation: A Practitioner's Guide to Scoping and Defending It
A practitioner's guide to transfer pricing: what Section 482 requires, how to select a method under the best method rule, the documents that earn penalty protection, and where the hours go.
The Modern CPA Firm Tech Stack, and Where Agents Fit
What each layer of a CPA firm tech stack actually does, what it leaves manual, how the stack changes by firm size, and an honest build-versus-buy framework for agents.
Form 5471: Who Must File, Every Schedule, and the Errors That Trigger Penalties
A preparer's guide to Form 5471: the five filing categories, what every schedule captures, the errors that trigger Section 6038 penalties, and what OBBBA changes for 2026.
Accounting Automation That Survives Contact With a Real Firm
A practitioner's guide to accounting automation: what each generation of tooling actually reaches, why projects fail inside real firms, how to pick the first workflow, and what to measure.